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Structuring a Trust Fund for Your Children or Grandchildren

As a former trust officer for a N.C. bank, I was fond of saying, “trusts are bounded solely by your imagination and tax law.” There is a tremendous amount of truth to that statement as trusts can be designed to do almost anything.

5-Year Retirement Countdown Checklist

Are you within 5 years of retiring? If so, here is a retirement checklist for you to reference on what you should be doing five, four, three, two and one year before retirement. Let the countdown begin!

Medicare: The Basics

Medicare is an important tool for financial planning during your retirement. It can seem very complex at times.

Time to Consider a Donor Advised Fund?

A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation

The Importance of Crafting Your Financial Plan

I’m big into rowing – I’ve competed in quite a few boat races as the coxswain. For non-rowers, it’s pronounced “cox-en” and as Business Insider puts it I’m the “motionless member in the back of the boat.” But don’t let that fool you – even though I’m not powering the boat, I’m playing an important role steering it and directing my teammates.

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